Associate Filter

Filters are used to create a listing with specific data. Users can set a maximum of 10 filters, selecting from available fields, and apply them to the listing as needed.

Add Filter:

1. Sign in to AgentFront CRM.
2. From the top menu, choose Associates.
3. Click the Filter icon in the top right corner.
   

   

4. A new pop-up window named ‘Filter’ will open.
5. Existing filters will be shown under Saved Filters.
6. There is an Add Filter link with (+) icon on top of the page.
7. Also, there are options to View (), Edit () andDelete () the existing filters for each one, to view those options hover over the filter name; the system will display the View (), Edit () andDelete () options.
   

   

Add Filter

1. Click on ‘Add Filter’ to add a new filter to the system. (Maximum 10 filters can be created.)
2. Clicking ‘Add Filter’ will open a new page where the user can set the filter criteria according to the requirements.
3. To Add Filter, enter the following details:
   • Enter Filter Name: Enter the clear, descriptive name. This is what users can identify the purpose of the Filter
   • Set The Condition To Filter: Set the condition by defining the specific criteria the data must meet using the following fields:
     • Search Column: Select the field for which the filter needs to be applied
     • Condition: Set the appropriate condition for the selected column field
     • Enter Value: Enter or select the value according to the selected condition
   • Using plus sign (+) user can set multiple criteria simultaneously for a single filter
   • Match All Filter Rules or Match Any Filter Rule: Select any one of the given options
     

     

4. Once all the fields are added, ‘Save’ and ‘Save & Apply’ options will appear. The Save option creates the filter only, while Save & Apply saves the filter and applies it to the list.
5. After setting all the conditions, click the ‘Save & Apply’ button.
   

   

6. The new Filter will be saved in the system and applied to the listing.
   

   

View Filter:

1. To view the existing filter, select the filter and click ‘View Filter’ () from the available options.
   

   

2. The filter criteria will be displayed. Only the ‘Back’ button will be shown. The selected fields and criteria will be greyed out and cannot be edited.
   

   

Edit Filter:

1. To update the existing filter, select the filter click ‘Edit Filter’ () from the available options.
2. The filter window will open with the existing criteria, allowing the user to modify the filter options.
   

   

Delete Filter:

1. To delete the existing filter, select the ‘Filter’ and click on the ‘Delete Filter’ ()  from available options.
   

   

2. The system will ask for confirmation. Click Delete to proceed.

Apply Filter:

1. To apply the filter from existing filters, select the filter and click ‘Apply’ button.
2. Selected filter will be applied to the listing.
   

   

Clear Filter:

1. If any filter is already applied to the listing and user wants to clear, click the ‘Clear Filter’ link.
2. Applied filters will be removed from the listing and all data will be displayed as is.